Kreppel Tax Advisory Group, Inc · 1 day ago
Client Services Associate
Old Bridge, NJ
Full-time
Onsite
Entry, Mid Level
2+ years expKreppel Tax Advisory Group, Inc is a growing financial and tax planning firm seeking an experienced Client Services Associate. This role involves supporting financial advisors and tax professionals while ensuring efficient account administration and enhancing the client experience.
Financial Services
Hiring Manager
Jake Kreppel
Responsibilities
Serve as a primary point of contact for existing financial and tax clients via phone, email, and digital platforms
Respond to service requests with professionalism, urgency, and attention to detail
Support financial advisors and tax professionals with ongoing administrative service needs
Maintain accurate, organized, and compliant client records and documentation
Process new account applications, transfers, and related documentation with a high level of accuracy
Assist with onboarding new clients by coordinating paperwork, account setup, and follow-up items
Support internal workflows to ensure financial planning and tax services are delivered seamlessly
Partner closely with the Financial Operations Manager on new business implementation and service execution
Coordinate across departments to keep client requests and account activity moving Manage multiple workflows simultaneously while meeting deadlines and compliance standards
Identify opportunities to improve administrative systems, processes, and firm efficiency
Ensure sensitive financial and tax information is handled with confidentiality and professionalism
Assist with planning and execution of client events including dinner seminars, educational workshops, client appreciation events, and other engagements
Support client communication campaigns, outreach initiatives, and engagement efforts
Contribute ideas to enhance client satisfaction, retention, and overall firm experience
Qualification
Required
2+ years of experience in financial services, tax, wealth management, accounting, or professional services administration
Strong organizational and multitasking skills in a deadline-driven environment
Proven ability to manage detailed administrative processes with minimal oversight
Strong client-facing communication skills with the ability to build trust, manage expectations, and deliver a high-touch service experience
High level of emotional intelligence and professionalism when handling client inquiries, concerns, and time-sensitive requests
Comfort working with high-net-worth individuals
Proactive, solution-oriented mindset with a strong sense of ownership
Preferred
Experience with CRM systems, custodial platforms, or financial office software
Company
Kreppel Tax Advisory Group, Inc
Kreppel Tax Advisory Group was founded in 2003 to help our clients avoid unnecessary risk with their retirement assets.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase